-4.7%
ROL vs VSAT
+53.4%
-58.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.2% | -5.8% | -2.6% |
| 7D | -3.4% | +17.3% | -20.7% | -3.7% |
| 30D | -6.9% | -3.3% | -3.7% | -6.9% |
| 3M | -24.6% | +18.7% | -43.3% | -25.1% |
| 6M | -39.5% | +77.6% | -117.1% | -40.7% |
| YTD | -41.1% | +125.6% | -166.7% | -42.8% |
| 1Y | -37.9% | +158.3% | -196.2% | -40.1% |
| 3Y | +0.8% | +226.1% | -225.3% | -5.3% |
| 5Y | -4.7% | +54.7% | -59.3% | -12.7% |
| All | -4.7% | +53.4% | -58.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling